Hey,
So, I'm trying to figure out something that should be really basic, but for love nor money, I cannot figure it out, and it's slightly embarrassing.
I have a report, that has a column called "Display Value" and another column of "Record Count".
All I'm trying to do is try to calculate the % of the following condition:
Essentially: (SUMIF Display Value = 4 OR 5 / [Total Record Count])
So in my screenshot, it would effectively be [(400+2647)/3354] = 0.91 / 91%
If I can't get that on a report, I'm trying to get the 91% on a dashboard, so I'm happy with it being on the dashboard.
I've tried both row and summary-level formulas, and I just cannot get it to do anything that I want, and it's probably the way that I'm asking Salesforce to do what should be really straightforward... but I'm struggling.
I've tried bucketing the values into "High Score" which includes 4 and 5, but then I couldn't use the bucketed value in any formula that was useful.
I think a part of the issue is that Display Value is a text field, and not a numerical field.
I've tried to store it as a Bucket Field as well, but then I can only use it as "BucketField:Unique" which means I can't seemingly convert it to a number to do any kind of calculations off of.
Manoj Nambirajan (Dell Technologies) Forum Ambassador
@Ben Sykes You can try below approach
Create a formula field which returns 1 if TEXT(Display Value) = 4 OR 5; and returns 0 for rest
like IF ( TEXT(display value) = 4 || TEXT (Display Value) = 5, 1, 0)
Then add this custom formula field in your summary Report.
then create a summary formula of type percent; formula can be New custom formula field : SUM/ Record count